See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,283 | $163,101-66.1% | $136,749-59.6% | $142,382-61.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 13.52% | 27.54%-14.0pp | 24.33%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,689 | $4,117-34.7% | $3,400-20.9% | $4,299-37.5% |
| Participant deferral / active EE | $3,553 | $5,585-36.4% | $4,692-24.3% | $6,507-45.4% |
| Admin fee / account holder | $23,412 | $14,318+63.5% | $11,386+105.6% | $12,624+85.5% |